Loan Documentation Prep Specialist - Texas

Home BancShares
United States
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditExperience: 2+ yearsEducation: high_schoolSkills: ["Communication","Customer service","Documentation/organizational skills","Critical thinking","Teamwork"]

Prescreen and prepare consumer non-real estate and commercial loan documentation, ensuring accuracy and compliance with state and federal regulations. Review requests for documentation and place holds when applicable, prepare e-signature packages, and maintain required regulatory and reporting codes. Verify documents before release, process corrections, and handle loan documentation workflows using nCino and onBase while responding to lending staff inquiries through phone, email, and internal messaging.

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FursaFursa
Home BancShares
Home BancShares
1 day ago

Loan Documentation Prep Specialist - Texas

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Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 16 hours agoStatus: Live
Reposted: similar role first listed 2 months ago

Job Summary

Prescreen and prepare consumer non-real estate and commercial loan documentation, ensuring accuracy and compliance with state and federal regulations. Review requests for documentation and place holds when applicable, prepare e-signature packages, and maintain required regulatory and reporting codes. Verify documents before release, process corrections, and handle loan documentation workflows using nCino and onBase while responding to lending staff inquiries through phone, email, and internal messaging.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit

Key Responsibilities

  • •Prescreen and prepare loan documentation for consumer non-real estate and commercial loan requests.
  • •Review documentation requests and determine/apply holds when applicable, ensuring documents meet regulatory and company standards.
  • •Prepare documentation packages for e-signatures when applicable and ensure corrections requested by lenders are completed.
  • •Assign loan codes during prescreening to meet regulatory and company reporting requirements.
  • •Use nCino and onBase to approve placeholders, upload documentation, complete checklists/administrative renewals, and respond to requests via rotation.

Key Requirements

  • •High school or GED plus specialized schooling/on-the-job education and 2 years of related experience and/or training, or equivalent combination.
  • •Ability to read and understand instructions and documents (e.g., policy manuals and procedure manuals) and write simple correspondence and routine reports.
  • •Ability to calculate figures/amounts and apply fractions, ratios, and proportions to practical situations.
  • •Strong communication skills with ability to effectively communicate information and respond to questions in person-to-person and small group settings.
  • •Ability to solve practical problems with limited standardization and interpret instructions in written, oral, or diagram formats.
Experience:2+ years
Education:High School
Skills:CommunicationCustomer serviceDocumentation/organizational skillsCritical thinkingTeamwork
Tech Stack:Alphanumeric Data EntryWord Processing/Typing10-KeyPayroll SystemsWordExcelOutlookNCinoOnBaseMicrosoft OfficeBSA/AML

Company Brief

Home BancShares
Bank holding company that operates Centennial Bank and provides commercial and consumer banking services, including lending, deposits, treasury management, and online banking. Serves individuals, businesses, and public entities across the southern United States.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Conway, United States
Founded: 1998
WebsiteLinkedIn